Buying Your Home

Defining Your Goals
• What is your motivation to buy?
• What price range are you considering?
• What is your timeline to move?
• What are your ideal features and “non-negotiables”?
• What are you looking for in a neighborhood?

Planning & Preparation
• Discuss Objectives and Process with your Real Estate Agent
• Select a Lender and Begin Loan Approval Process
• Obtain a Loan Approval Letter
• Sign Exclusive Buyer/Broker Agreement with Your Real Estate Agent
• Research Neighborhoods of Interest with Your Real Estate Agent

Understanding the Market
• Analysis of Active, Pending, and Sold Transactions
• Review Contracts and Timelines
• Personal Timing and Seasonal Considerations
• Market Forces: Supply vs Demand, Macro vs Micro
• Create Profile-Based Buyer Attraction Strategy

The Escrow Process
• Notify Escrow of Acceptance and Send Fully-Executed Contract
• Wire Initial Deposit to Escrow per Terms of Agreement
• Notify Lender to Begin Loan Process and Order Appraisal
• Sign and Return Opening Package of Escrow Instructions
• Contact Insurance Agent for Homeowner Coverage
• Provide Escrow with Vesting (Title) Information

Inspections & Disclosures
• Schedule All Desired Home Inspections, (i.e. Termite Report)
• Review All Disclosures and Reports
• Approve/Negotiate Repairs Based on Inspection Reports
• Review/Approve All Seller and State Required Disclosures
• Review/Approve Preliminary Title Report
• Meet Deadlines and Remove Contractual Contingencies
• Schedule Final Walk-Through Prior to Close of Escrow